Wealth Portal

Your wealth portal is a powerful tool that allows you to manage all aspects of your financial life in one secure location.

Learn about your Wealth Portal

Your financial world in one place

  1. A holistic financial overview: Plug in all your assets and liabilities to gain a real-time, consolidated view of your entire financial world. With everything in one place, you can make informed decisions with confidence.
  2. Track your success: Set goals, track your spending, and see how you stack up against your financial objectives. Your wealth portal provides the insights you need to stay on course and achieve success.
  3. Safeguard what matters: Upload your wills, insurance, rental statements, and other important documents so you and your loved ones always know where everything is.

Login

To access your wealth portal, login using the button below.

Login to your Wealth Portal

You can easily and securely store, access, and share important documents, including the option to add digital signatures where necessary. With the portal, you can collaborate seamlessly with your team at Wealth Health Co, view your assets and liabilities at any time, track transactions, and monitor cash flow movements on your bank account.